$Tesla Motors(TSLA)$ One thing worth considering: the NHTSA probe will probably just end up validating the Cybercab. Trump appointed the agency's head, Jonathan Morrison, and Morrison's friendship with Musk goes back a ways. So Tesla could likely get a favorable outcome from the probe, which might then make it easier for the robotaxi/cybercab service to expand into other states like Florida, Nevada, and Arizona. The issue is the cash burn in this project is about to explode, which will hit Tesla's balance sheet pretty hard.

Cybercab just passed its most important test yet: real people got into a car with no steering wheel, no pedals and no driver, and came out impressed. Ride after ride looked smooth, comfortable and completely ordinary. One Cybercab even waited curbside with its hazards on until the passengers arrived, exactly as designed. That is the breakthrough. Tesla is turning something that looked like science fiction into normal transportation. This is not another prototype presentation. Cybercabs are carrying passengers on public streets in Austin right now. Every successful ride builds public confidence and produces real-world data. Now imagine thousands of these operating day and night, charging themselves and generating revenue. The future did not just arrive, it picked up its first passengers.

$NIO Inc.(NIO)$ About NIO Life. In my opinion, this part of NIO's business has not been given the proper valuation when calculating NIO's market cap. If NIO Life were an independent company, which lifestyle goods company is it most similar to? MUJI (Ryohin Keikaku Co. Ltd). MUJI's latest full year revenue: roughly $6B. Net profit: around 8%. Market cap: roughly $15B. Now look at NIO Life. NIO revealed that NIO Life generated approximately ¥10B RMB in revenue (about $1.5B) last year and they were profitable. If we value NIO Life similarly: NIO Life latest full year revenue: about $1.5B (25% of MUJI). Net profit: assume similar. Market cap: around $3.8B (assume 25% of MUJI). That's simply serving the NIO community alone, and this part of the bus

$Tesla Motors(TSLA)$  Too many people buying this, so it isn't going down. People are buying all the dips.

$Tesla Motors(TSLA)$  360 in the next hour. The recall talk is just noise to me. TSLA only needs a software update to address the recalls, no extra expense involved.

$Worksport Ltd(WKSP)$ New tariff news made in USA from DJT. Watching $Tesla Motors(TSLA)$  $AMC Entertainment(AMC)$  GME.

$Tesla Motors(TSLA)$ Moribund. We're due for some encouraging news. I think... maybe.

$Tesla Motors(TSLA)$  It looks like large players were loading up in the 295-325 range and now seem ready to push this higher. A lot of retail got shaken out. Pretty wild to think about someone holding for 5 years only to sell, and then watch it rip just a few weeks later. That is basically wealth moving from the impatient to the patient.

$SpaceX(SPCX)$ I'm looking to pick up another 300 shares at $110. Shorts, feel free to help out.

$Tesla Motors(TSLA)$ The long-term debate around Tesla isn't really about where margins sit right now. It's about where they could eventually go. Tesla's current gross margin is around 16.8%, but the bull case hinges on autonomy, software revenue, and manufacturing scale reshaping the business model over time. If Tesla manages to turn vehicles into an AI and SaaS platform, the margin profile could look completely different from what we see today. A 70%+ gross margin scenario sounds extreme, but that's exactly why the market is paying attention. The real question is whether Tesla is becoming something more than a car company.

$Palantir Technologies Inc.(PLTR)$ $Oracle(ORCL)$ $Oklo Inc.(OKLO)$ $Tesla Motors(TSLA)$ I've got the Poot's — Palantir, Oracle, Oklo, Tesla

$Castellum, Inc.(CTM)$ $273M backlog, no debt, and the cybersecurity space is getting squeezed. Could be a similar setup to CYCU. Also keeping an eye on $Tesla Motors(TSLA)$ , $SpaceX(SPCX)$ , and SXTC.

$Tesla Motors(TSLA)$  400Within a month, by August. Looking for $330 by the beginning of next week.

$Tesla Motors(TSLA)$  412It's down 415 points, which is likely squeezing out some of the put buyers.

$Tesla Motors(TSLA)$ I let those calls sit around $391 when the stock bounced, and I'm really kicking myself for focusing on a few cents and missing out on thousands in gains. Looks like $420 could be coming up soon.

$Tesla Motors(TSLA)$ The retail crowd seems to be panicking, while Musk was buying. I tend to side with the person who knows the business better than anyone else. I'm holding and watching for a rebound.

$Tesla Motors(TSLA)$ Still plenty of room to go, waiting for an entry around 390.

$Tesla Motors(TSLA)$ Circular pumping is as important as circular financing: - Jensen Huang called Tesla's Optimus robot 'right around the corner' and predicted humanoid robotics will become the next multi-trillion-dollar industry. - SpaceX is expected to IPO at $1.75 trillion while Tesla sits at $1.47 trillion, but Optimus could rapidly close that gap. - Unlike space exploration, humanoid robots offer immediate applications in manufacturing, logistics, and homes, giving Tesla a near-term revenue catalyst SpaceX lacks.

$Tesla Motors(TSLA)$  TSLA continues being a good company.

$NIO Inc.(NIO)$  While Li Auto and XPEV missed on Q1 and gave weak Q2 guidance, NIO actually doubled its earnings and deliveries for Q1. They're also forecasting over 62% higher deliveries for Q2 compared to Q2 2025. Looks like NIO is set to take share from Tesla, XPEV, Li Auto, and others in China for the rest of 2026.